Empowering financial advisors with modern tools for client management and portfolio tracking
FinanceFirst was created to demonstrate how modern web technologies can transform the way financial advisors manage their practice. Our mission is to provide a clean, intuitive, and powerful platform that simplifies client management, portfolio tracking, and financial planning.
The principles that guide everything we build
We design every feature with advisors and their clients in mind, ensuring intuitive workflows and delightful experiences.
Your data belongs to you. With browser-based storage, your information never leaves your device, ensuring complete privacy and control.
Built with cutting-edge web technologies like Next.js, TypeScript, and modern design patterns for performance and reliability.
FinanceFirst leverages the latest web technologies to deliver a fast, secure, and delightful experience
React framework with App Router
Type-safe development
Utility-first styling
Component library
IndexedDB wrapper
Data fetching & caching
Form management
Schema validation
Experience the future of financial advisory management